Insightful analysis—your perspective on the yield curve's evolving signal is compelling. The transition from a bear steepener to a bull steepener in 2023, driven by rising long-term rates amid inflation concerns, indeed challenges traditional recession indicators. It's intriguing how this shift, coupled with persistent inflation in services, suggests a complex economic landscape. The interplay between slowing consumption, tariff-induced uncertainty, and the Fed's cautious stance adds layers to the current market dynamics. Looking forward to seeing how these factors influence future economic trends

In your article, you highlight that gold surged past $3,600 per ounce—even as the U.S. dollar strengthened (up ~0.57%) and 30-year bond yields ticked higher—and you argue that 'gold is not a function of the dollar' in the long term. What key economic or structural shifts do you believe are decoupling gold’s price movement from traditional correlations with the dollar and yields? Is this a temporary divergence, or does it signal a more enduring change in how gold responds to macroeconomic forces?

Although you are correct about the danger of chasing yield, Which mREIT is safer than $NLY? Between NLY and RITM (NRZ) my capital has decreased by 32% over the past 9 + years but if you include the divvies i have earned about 140% in income. Unless the companies are in danger of going out of business, I don't see the risk, and yes both NLY and RITM has cut the divvy especially Ritm Substancial (50%) Yet they are keep laying eggs.

It would and it would also make perfect sense if you look at the potential 50% tariff on European goods + they already have medicine factories in the US (as far as i know) Bullish

Thanks, what else do you have?

Undervalued sounds right. Perhaps even an understatement. What do you account for the low low price when there is so much opportunity and upside?

DOGE doesn't get the credit for the moves.

This is very impressive. Do they make a version for difficult ex-wives?

Why?

Only the 5th time in history dating back to 1976. Exactly... This is not even close to normal, and it's wildly overblown for seemingly nothing. We didn't defeat inflation, but the dems did essentially hand Trump a victory and he is without a doubt the best man for small businesses. Either way, a $4-6 dollar visit lower this week is warranted. Possibly lower.